Mesirow Financial Investment Management Inc. Raises Position in Netflix, Inc. $NFLX

Mesirow Financial Investment Management Inc. grew its stake in Netflix, Inc. (NASDAQ:NFLX) by 738.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 54,975 shares of the Internet television network’s stock after purchasing an additional 48,418 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in Netflix were worth $5,154,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. Imprint Wealth LLC bought a new stake in Netflix in the third quarter worth $25,000. Bare Financial Services Inc increased its position in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 14 shares during the last quarter. Horizon Financial Services LLC increased its position in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 24 shares during the last quarter. Redmont Wealth Advisors LLC purchased a new stake in shares of Netflix in the third quarter valued at $36,000. Finally, Promus Capital LLC bought a new stake in shares of Netflix in the 3rd quarter worth about $48,000. Institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix deepened its relationship with the NFL, extending the deal through the 2029-30 season and adding more live games, including major 2026 matchups. Investors may view this as a way to boost engagement, ad inventory, and subscriber growth. Article Title
• Positive Sentiment: Several analysts stayed bullish after Netflix’s 2026 upfront event, citing strong ad-tier expansion, better ad tech, and the company’s path toward becoming “global TV.” JPMorgan reiterated Overweight with a $118 target, while Citi and Evercore also backed the stock. Article Title
• Positive Sentiment: Netflix announced a new AI animation studio called “INKubator,” which could support faster, lower-cost content production and signal more innovation in its content pipeline. Article Title
• Positive Sentiment: Netflix also unveiled more entertainment and live-event initiatives, including a KPop Demon Hunters concert tour and additional live programming, reinforcing the company’s strategy to turn hit IP into broader monetization opportunities. Article Title
• Neutral Sentiment: Raymond James maintained a Hold rating, noting promising ad growth but uncertainty around how quickly Netflix can monetize that momentum and sustain engagement. Article Title
• Negative Sentiment: Broader streaming commentary remains mixed, with some articles highlighting Netflix’s recent share weakness and ongoing competition in the streaming landscape, suggesting investors still want proof that recent content and ad investments translate into stronger financial results. Article Title

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $86.94 on Friday. The firm’s 50 day simple moving average is $94.98 and its 200-day simple moving average is $94.94. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The firm has a market cap of $366.09 billion, a PE ratio of 28.08, a price-to-earnings-growth ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.76 by $0.47. The company had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts predict that Netflix, Inc. will post 3.6 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 price target on the stock in a report on Wednesday, January 21st. BMO Capital Markets dropped their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Barclays set a $110.00 target price on Netflix and gave the company an “equal weight” rating in a research note on Friday, April 17th. Wedbush reissued an “outperform” rating and set a $118.00 price target on shares of Netflix in a research note on Thursday, April 16th. Finally, Loop Capital set a $104.00 price objective on Netflix in a report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the stock. According to data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,722 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. The trade was a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 1,422,769 shares of company stock worth $135,144,073. Insiders own 1.37% of the company’s stock.

Netflix Profile

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.